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Post by porkini on Feb 26, 2018 8:30:05 GMT -5
Moscow at night? Then what's with the pyramid in the image? Moscow has pyramids? Scratch that. Didn't see it in the corner. Maybe that's the closest to the Kremlin he can actually get and is dealing with intermediaries someplace else? Where is this image from, anyways? See: mnkd.proboards.com/post/139819 |
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Post by bill on Feb 26, 2018 8:32:38 GMT -5
Moscow at night? Then what's with the pyramid in the image? Moscow has pyramids? Scratch that. Didn't see it in the corner. Maybe that's the closest to the Kremlin he can actually get and is dealing with intermediaries someplace else? Where is this image from, anyways? The main picture is from Dubai as noted in an earlier post that included a link to the photo gallery with that exact picture. |
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Post by hellodolly on Feb 26, 2018 11:40:11 GMT -5
Scratch that. Didn't see it in the corner. Maybe that's the closest to the Kremlin he can actually get and is dealing with intermediaries someplace else? Where is this image from, anyways? The main picture is from Dubai as noted in an earlier post that included a link to the photo gallery with that exact picture. Yeah, saw that right after my post. Thanks again.
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Post by dreamboatcruise on Feb 26, 2018 12:04:19 GMT -5
Moscow at night? Then what's with the pyramid in the image? Moscow has pyramids? Scratch that. Didn't see it in the corner. Maybe that's the closest to the Kremlin he can actually get and is dealing with intermediaries someplace else? Where is this image from, anyways? Maybe he's just toying with the minds of his shareholders who he knows have an addiction to "connecting dots"  |
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Post by sportsrancho on Feb 26, 2018 12:13:14 GMT -5
No
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Post by akemp3000 on Feb 26, 2018 17:57:26 GMT -5
Maybe tomorrow we finally learn what Mike C discussed with David Kendall during the interview process that could not be made public at that time. If only known public information was relied upon, few would have suggested Dr. Kendall leave Lilly so there must be more. I'll be glad to hear any news beyond earnings.
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Post by LosingMyBullishness on Feb 26, 2018 18:36:06 GMT -5
And again a flood of high expectations and even some 'celebrity' news. Every CC this board gets overexcited as if the new IPhone has arrived only to find that they misinterpreted or anticipated events sadly did not materialize. I newer shorted a stock but MNKD evangelists would be the perfect flock. I only know about another stock, PLUG, which has such enthusiastic investors. The business model of Plug was to sell events to retailers as they praised every single unit sale (below costs) as the start of a big revolution only to sell more shares some days later. They are still not profitable but survived with this strategy allowing the board to make a lot of money.
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Post by slugworth008 on Feb 26, 2018 19:12:48 GMT -5
Maybe tomorrow we finally learn what Mike C discussed with David Kendall during the interview process that could not be made public at that time. If only known public information was relied upon, few would have suggested Dr. Kendall leave Lilly so there must be more. I'll be glad to hear any news beyond earnings. akemp - I def want to hear anything but earnings - I want some meat finally. Something of substance. I am optimistic due to speediness of the CC announcement. But after being a longtime water boarded MNKD long. Who friggen knows. |
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Post by dreamboatcruise on Feb 26, 2018 19:25:21 GMT -5
Maybe tomorrow we finally learn what Mike C discussed with David Kendall during the interview process that could not be made public at that time. If only known public information was relied upon, few would have suggested Dr. Kendall leave Lilly so there must be more. I'll be glad to hear any news beyond earnings. But even if we don't learn anything, we can at least hold onto that hope for a good 6 or 9 months. That seems to be a normal cycle for expecting a big announcement because of (fill in the blank)... and by then we'll have some other dots to connect. |
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Post by awesomo on Feb 26, 2018 20:20:21 GMT -5
 See, if I go into tomorrow expecting an earnings miss, little guidance, no tangible news/deals/test results, and an after market -20% PPS, anything positive beyond this will be gravy! |
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Post by pat on Feb 26, 2018 21:09:58 GMT -5
I sincerely hope I’m wrong
But I have to assume tomorrow will end up being a non event.
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Post by uvula on Feb 26, 2018 21:38:41 GMT -5
A non event is better than a negative event. We have had several of those.
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Post by lurker on Feb 26, 2018 22:13:18 GMT -5
See my post just above with the comment from MNKD about international deals likely not being attractive before they show viability in US. It appears we don't have any new doctors writing scripts since 6 months ago. So if viability wasn't proven back then, it seems little has changed. I personally don't think there would be a deal with any significant upfront money in the next 2 months. If they are willing to do another deal with no upfront, that may well be possible. We know they turned a deal down for Middle East. Who knows, maybe they even changed their mind about that. I don't think it's a lack of ability to do deals, just lack of ability to get the cash they so desperately need. Ok. I understand where you're coming from, though I see things differently. I personally believe that Mannkind will receive upfront cash from international deals for a few reasons. 1. Proof of viability in the U.S.: You said that we don't have any new doctors writing scripts since 6 months ago. I believe you're basing that on the number of NRx's the past few weeks compared to August 2017, which is a largely fair comparison. But even though I do think seasonality is having some impact on today's numbers, I don't think Mike is making the case for U.S. viability based based on today's NRx or new prescriber numbers. If he were, we would have some level of advertising going on, which we clearly don't. So I think looking at scripts today misses the point. Mannkind ran an advertising campaign in the latter months (~October to December) of 2017. During that time, total sales and revenue absolutely shot up. We could argue about how much - eyeballing mnholdem's chart in the 'Afrezza Script Counts - Symphony Data' thread, one may say that revenue increased by 100%, from $300K / week to $600K / week, in four months (7/31 - 11/31). Or you could say that advertising started later, and that revenue went up by 50% in two months, from $400K / week - $600K / week between 9/30 and 11/31. Keeping in mind that Mike was proving the concept that Afrezza is promotionally-sensitive, on the macro-level it seems he succeeded. But wait, there's more. We always interpret the sales data at a national level because we don't have anything more granular. However, the TV advertising was only done in certain markets. So the question none of us know the answer to, that Mike absolutely knows the answer to, is how much of the increase in sales during those months is attributable to the markets in which we advertised. If those markets made up an outsized % of our new sales, even if sales in the rest of the country slipped, that will help his business case to partners about the effectiveness of promotion on this drug. Although we are used to thinking nationally, Mike has more granular data that I believe tell a great story about U.S. viability. I think most, if not all, of the upcoming partners will provide upfront cash in exchange for 1) rights in certain countries and 2) equity in Mannkind. That's why we needed to issue 140M shares. Remember...if partners receive Mannkind equity, they will have skin in the game for our success. Mike showed these guys that providing us with cash will help Mannkind to grow sales, and increase their equity stake. Win / win. 2. Scarcity of options: Something that the Mannkind doom and gloom crowd (not saying that you're one of them) hates to acknowledge is that we have the best insulin product on the market. The evidence from users online makes that clear. Some may call it anecdotal, I call it real-world evidence...a data source gaining steam in pharma as a legitimate source of patient outcome data. Know what else adds credibility to our insulin product? Our new label, which is unquestionably better than other mealtime insulins. Dr. Kendall joining Mannkind. Potentially the time-in-range results from the recently-concluded STAT study. Is anyone really arguing that we have the best insulin product on the market, setting us up for healthcare today (A1C, pay-for-service) and even better for the healthcare of tomorrow (time-in-range, pay-for-outcomes)? I think every single Pharma company with any interest in the diabetes space knows that we have the best product. And if Mike said publicly that there's nothing coming out in the next 10 years that can compete with us, I believe him. Meaning any Pharma company that wants to play in the mealtime insulin space has one good option. We are it. They will gain revenue from sales abroad, and they will get equity appreciation from our sales in the U.S. And the reason I think this will translate into upfront cash is that there's no second chance. There's not going to be another opportunity 2 years from now for them to get back in the game. They have to do it now. For the reasons stated above, along with a whole host of other reasons that are mentioned by others throughout this board, I think that Mike has a lot more leverage in these negotiations than we give him credit for. And I am optimistic that this will translate to upfront cash by partners. Because they will get equity, and they'll want us to succeed. Seems like a no-brainer to me. Management is stuck between saying something that could fall through and givng false promises ( I seem to recall a lawsuit about something along those lines), and keeping a promising view in the company. I definitely understand why they are not saying anything untill they have something in writing. |
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Post by akemp3000 on Feb 26, 2018 22:43:17 GMT -5
And again a flood of high expectations and even some 'celebrity' news. Every CC this board gets overexcited as if the new IPhone has arrived only to find that they misinterpreted or anticipated events sadly did not materialize. I newer shorted a stock but MNKD evangelists would be the perfect flock. I only know about another stock, PLUG, which has such enthusiastic investors. The business model of Plug was to sell events to retailers as they praised every single unit sale (below costs) as the start of a big revolution only to sell more shares some days later. They are still not profitable but survived with this strategy allowing the board to make a lot of money. There's been no flood of high expectations or over excitement. Most have been here too long for false expectations. Only newbies might be overexcited. True longs will simply take this cc in stride. Let's see what happens! |
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Post by careful2invest on Feb 27, 2018 1:47:44 GMT -5
And again a flood of high expectations and even some 'celebrity' news. Every CC this board gets overexcited as if the new IPhone has arrived only to find that they misinterpreted or anticipated events sadly did not materialize. I newer shorted a stock but MNKD evangelists would be the perfect flock. I only know about another stock, PLUG, which has such enthusiastic investors. The business model of Plug was to sell events to retailers as they praised every single unit sale (below costs) as the start of a big revolution only to sell more shares some days later. They are still not profitable but survived with this strategy allowing the board to make a lot of money. There's been no flood of high expectations or over excitement. Most have been here too long for false expectations. Only newbies might be overexcited. True longs will simply take this cc in stride. Let's see what happens! I believe that I qualify as a "true long" (8 years and too much money) and yes, historically, cc's became a consistent letdown, and it got to where one could take them in stride as they lacked luster. But I am going to go out on a limb and predict that this one will be different. Maybe I am hitting the hopium pipe a bit too much, but a lot has changed in the past year, recent months and weeks. and imho, this one has the unique potential to be very good due to these recent changes. Or not...and a later announcement will have to suffice. As I have previously stated (like many of us on this mb) my average of correct predictions with MNKD over the years is very low. Either way, I am still holding on until Alfred Manns dream becomes reality! And Dr. Kendall's aspiration to make Afrezza "the standard of care for Diabetes" If Mike Castagna, now combined with Dr. Kendall's prominance in the Diabetes market cannot get it done, Afrezza is done! But I dont think that they're going to let that happen! To success!! GLTA! |
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